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Cassaday & Co Wealth Management’s Annaly Capital Management NLY Stock Holding History

Cassaday & Co Wealth Management’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448 Hold
20
– – ﹤0.01% 1142
2026
Q1 		$423 Buy
+20
New +$456 ﹤0.01% 1204

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's NLY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2026 at 20 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Cassaday & Co Wealth Management first reported a position in NLY in Q1 2026 and has held it in 2 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Cassaday & Co Wealth Management held 20 shares of Annaly Capital Management worth $448 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Annaly Capital Management share count unchanged in Q2 2026.
  • Annaly Capital Management made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1142 holding.
  • Cassaday & Co Wealth Management first reported a position in Annaly Capital Management in Q1 2026 and has held it in 2 quarters since.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.